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Name Holding Trade Value Shares
Change
Change in
Stake
FW
901
FullCircle Wealth
Texas
$705K +$58.2K +80 +8%
IAIM
902
International Assets Investment Management
Florida
$702K +$101K +139 +15%
AG
903
AlTi Global
New York
$702K -$266K -365 -26%
MSS
904
Mitchell Sinkler & Starr
Pennsylvania
$702K +$66.2K +91 +9%
OGC
905
Oak Grove Capital
New Hampshire
$696K +$327K +450 +75%
BF
906
Brucke Financial
Indiana
$695K +$32K +44 +4%
IVP
907
Intrinsic Value Partners
Arizona
$693K – – –
AWA
908
Arkadios Wealth Advisors
Georgia
$690K +$90.2K +124 +14%
CAL
909
Capital Analysts LLC
Pennsylvania
$688K -$15.3K -21 -2%
VF
910
Vest Financial
Virginia
$688K +$220K +303 +41%
WH
911
Willner & Heller
California
$688K +$162K +223 +27%
PIA
912
Perennial Investment Advisors
California
$686K +$117K +161 +18%
HCA
913
Harbour Capital Advisors
Virginia
$684K +$104K +143 +15%
LMIM
914
Lockheed Martin Investment Management
Maryland
$683K -$36.4K -50 -5%
HT
915
Heritage Trust
Oklahoma
$681K – – –
TIM
916
Tevis Investment Management
Texas
$676K – – –
MA
917
MBA Advisors
Pennsylvania
$673K +$147K +202 +25%
AFC
918
AFT Forsyth & Company
Florida
$671K – – –
EIP
919
Easterly Investment Partners
Massachusetts
$669K +$4.37K +6 +0.6%
CI
920
Clal Insurance
Israel
$669K +$5.09K +7 +0.7%
HFO
921
Heritage Family Offices
Arizona
$668K -$5.09K -7 -0.7%
CP
922
Cumberland Partners
Ontario, Canada
$663K -$182K -250 -20%
LCM
923
Lattice Capital Management
Washington
$663K – – –
BCM
924
BlueCrest Capital Management
Jersey
$660K +$725K +996 New
BWP
925
BSW Wealth Partners
Colorado
$660K +$95.3K +131 +15%